0001575239-15-000001.txt : 20150219
0001575239-15-000001.hdr.sgml : 20150219
20150217173802
ACCESSION NUMBER: 0001575239-15-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150218
DATE AS OF CHANGE: 20150217
EFFECTIVENESS DATE: 20150218
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Perigon Wealth Management, LLC
CENTRAL INDEX KEY: 0001575239
IRS NUMBER: 200879944
STATE OF INCORPORATION: CA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16082
FILM NUMBER: 15624679
BUSINESS ADDRESS:
STREET 1: 201 MISSION ST.
STREET 2: SUITE 1825
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
BUSINESS PHONE: 4154304140
MAIL ADDRESS:
STREET 1: 201 MISSION ST.
STREET 2: SUITE 1825
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
13F-HR
1
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0001575239
XXXXXXXX
12-31-2014
12-31-2014
Perigon Wealth Management, LLC
201 MISSION ST.
SUITE 1825
SAN FRANCISCO
CA
94105
13F HOLDINGS REPORT
028-16082
N
Christopher Hale
COO
4154304140
Christopher Hale
San Francisco
CA
02-17-2015
0
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Twitter Inc
COM
90184L102
885
24673
SH
SOLE
4693
0
19980
Under Armour Inc CL A
COM
904311107
381
5607
SH
SOLE
2727
0
2880
Ultra Petroleum Corp
COM
903914109
2106
160000
SH
SOLE
0
0
160000
US Bancorp
COM
902973304
715
15911
SH
SOLE
2800
0
13111
United Technologies
COM
913017109
2937
25540
SH
SOLE
8960
0
16580
Visa 'a'
COM
92826C839
544
2073
SH
SOLE
2073
0
0
Vanguard SML.Cap ETF
COM
922908751
286
2455
SH
SOLE
2455
0
0
Vanguard FTSE Developed Market S ETF
COM
921943858
227
5982
SH
SOLE
682
0
5300
Vanguard REIT ETF
COM
922908553
325
4016
SH
SOLE
1141
0
2875
Vodafone Group Spon
COM
92857W308
209
6109
SH
SOLE
1863
0
4246
Vanguard Emerging Markets ETF
COM
922042858
366
9151
SH
SOLE
6217
0
2934
Verizon Communications
COM
92343V104
2149
45931
SH
SOLE
25379
0
20552
Walgreens Boots Allianc
COM
931427108
559
7330
SH
SOLE
7330
0
0
Wells Fargo & Co
COM
949746101
892
16279
SH
SOLE
3737
0
12542
SPDR Series Trust ETF
COM
78464A490
279
4900
SH
SOLE
4900
0
0
Williams Companies
COM
969457100
292
6496
SH
SOLE
855
0
5641
Wal Mart Stores
COM
931142103
431
5014
SH
SOLE
4666
0
348
iShares S&P Developed
COM
464288422
458
12633
SH
SOLE
10454
0
2179
Exxon Mobil
COM
30231G102
2374
25675
SH
SOLE
24920
0
755